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Sensex, Nifty stage some recovery in early noon deals
Aug-25-2026

Indian equity benchmarks staged some recovery during early afternoon deals to come off their intraday low points, aided by buying at telecom counters along with positive cues from other Asian markets. Adding some relief among traders, Union Minister of Commerce and Industry, Piyush Goyal has highlighted India’s strong macroeconomic fundamentals and growing attractiveness as a long-term investment destination during his engagement with senior leaders of leading Japanese financial and investment institutions in Tokyo. He said that India recorded 7.7 per cent growth last year despite global uncertainties and is working towards becoming a $30 trillion economy by 2047. 

However, both the indices remained in red, with the Nifty declining more sharply than the Sensex. The Nifty fell around 0.20%, compared with a 0.06% decline in the Sensex. Elevated crude oil prices and continuing Middle East tensions kept investors cautious, while expiry-related volatility also added to market pressure. Investors were focusing on the Nifty 50's first monthly derivatives expiry under the new closing auction session for stocks with futures and options contracts tied to them. 

On the global front, all Asian markets were trading in green, after Japan's leading index remained stable in June, slightly higher than seen in the flash estimate. The final data from the Cabinet Office showed that the leading index, which measures future economic activity, came in at 116.5 in June, the same as in May, which was revised up from 116.4. The flash score for June was also 116.4.

The BSE Sensex is currently trading at 77321.02, down by 48.09 points or 0.06% after trading in a range of 77125.91 and 77390.72. There were 9 stocks advancing against 21 stocks declining on the index.

The few gaining sectoral indices on the BSE were Telecom up by 1.24%, Healthcare up by 0.08% and Realty up by 0.02%, while IT down by 0.67%, Power down by 0.64%, Capital Goods down by 0.49%, Industrials down by 0.48% and Utilities down by 0.36% were the top losing indices on BSE.

The top gainers on the Sensex were Trent up by 0.62%, Eternal up by 0.49%, Sun Pharma up by 0.43%, ICICI Bank up by 0.40% and Adani Ports & SEZ up by 0.32%. On the flip side, HCL Technologies down by 1.43%, Tech Mahindra down by 1.03%, Tata Steel down by 0.99%, NTPC down by 0.78% and Power Grid down by 0.72% were the top losers.

Meanwhile, highlighting difficulties faced by Indian exporters in accessing the Japanese market, Industry chamber FICCI President Anant Goenka has said that the widening trade deficit with Japan is a matter of concern for Indian exporters. He added that stringent certification and regulatory requirements too are among key concerns for exporters, particularly for pharmaceutical companies in the Japanese market. He has called for greater recognition of Indian certifications in Tokyo to improve market access. Besides, he flagged the bias of buying products within Japan of Japanese companies as another concern for exporters and has emphasized the need for cultural opening.

On India-Japan collaboration in Africa, he noted that India and Japan have significant scope for collaboration in areas such as high-tech manufacturing, artificial intelligence, data centres, shipbuilding, critical minerals, steel and semiconductors. He added that both the countries can jointly work towards investing more in Africa and selling more to Africa. Also, critical minerals are key areas where the two countries can collaborate in Africa.

During fiscal year 2025-2026, two-way commerce between India and Japan grew 9.18% to $27.47 billion, with Indian exports standing at $6.03 billion and imports at $21.43 billion, from $25.16 billion in 2024-25. The trade deficit between the countries increased to $15.4 billion in the last fiscal year from $12.66 billion in 2024-25. It was $12.53 billion in 2023-24 and $11 billion in 2022-23.

The CNX Nifty is currently trading at 24170.55, down by 48.50 points or 0.20% after trading in a range of 24115.45 and 24198.25. There were 15 stocks advancing against 35 stocks declining on the index.

The top gainers on Nifty were Adani Enterprises up by 0.99%, Eternal up by 0.79%, Adani Ports & SEZ up by 0.66%, ICICI Bank up by 0.52% and Trent up by 0.43%. On the flip side, Grasim Industries down by 1.85%, HCL Technologies down by 1.76%, Coal India down by 1.24%, Tech Mahindra down by 1.18% and Cipla down by 1.12% were the top losers.

All Asian markets were trading in green; KOSPI increased 45.78 points or 0.68% to 6,742.74, Taiwan Weighted added 407.14 points or 0.9% to 45,169.46, Hang Seng advanced 10.67 points or 0.04% to 25,528.00, Nikkei 225 surged 291.91 points or 0.44% to 65,820.00, Straits Times rose 30.46 points or 0.54% to 5,710.92 and Shanghai Composite strengthened 6.24 points or 0.16% to 3,888.25.
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